Top Financial Advisors in Erie, Pennsylvania
Finding the right financial advisor in Erie is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Erie, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Erie, PA.
Find the Best Financial Advisor Firms in Erie:
HBKS WEALTH ADVISORS
CRD#: 112139
Address: Zuck Road Office Park 5121 Zuck Road, Erie, PA 16506
Clients: 5,700
Average Clients per Advisor: 76
AUM: $ 6.5B
BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC
CRD#: 146448
Address: 1250 Tower Lane Suite 101, Erie, PA 16505
Clients: 97
Average Clients per Advisor: 48
AUM: $ 387M
ROBBINS WEALTH MANAGEMENT
CRD#: 106088
Address: 3939 West Ridge Road Suite C2, Erie, PA 16506-1887
Clients: 80
Average Clients per Advisor: 26
AUM: $ 221M
WEDGEWOOD INVESTORS INC
CRD#: 104834
Address: 100 State Street, Suite 506, Erie, PA 16507-1466
Clients: 122
Average Clients per Advisor: 61
AUM: $ 201M
ELITE LIFE MANAGEMENT LLC
CRD#: 310917
Address: 5121 Zuck Rd, Erie, PA 16505
Clients: 56
Average Clients per Advisor: 14
AUM: $ 128M
EVIDENT FINANCIAL
CRD#: 281661
Address: 900 State Street Suite 103, Erie, PA 16501
Clients: 55
Average Clients per Advisor: 18
AUM: $ 108M
How We Chose the Top Financial Advisors in Erie, Pennsylvania
To create this list of top financial advisor firms in Erie, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Erie has to offer.
Search Financial Advisors in Erie, Pennsylvania
Kevin Michael Bannon
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
James Harrison Robbins
Registered Affiliation(s):ROBBINS WEALTH MANAGEMENT
Gregory Joseph Sorce
Registered Affiliation(s):HBKS WEALTH ADVISORS
Mark George Holcomb
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Michael David Watson
Registered Affiliation(s):EDWARD JONES
David D Tofel
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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